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Incentive Manager

Incentive Manager is a web-based part of the Sales Vision suite for banks and credit unions that create and manage employee incentive programs.

Incentive Manager's website

What Incentive Manager is

Incentive Manager is a web-based part of the Sales Vision suite for banks and credit unions that create and manage employee incentive programs. It supports plans for sales, service, growth, referrals, and promotions, with structures such as per-sale, tiered, and hurdle incentives. Targets can be assigned to individual employees, and earnings are calculated daily. Management and staff can view earnings reports, while payroll-system integration supports payout management. Sales Vision says its incentive automation offers over 150 business rules. The wider suite includes sales, referrals, incentives, CRM, and employee performance tracking; sales tracking is updated daily from an institution’s core system. The company describes its client institutions as ranging from $100 million to $10 billion in size. Incentive Manager is a paid web product, with pricing available on request. The product page invites prospective customers to request a detailed demonstration. Sales Vision lists support by email during Monday through Friday business hours.

Good

  • Supports sales, service, growth, referral, and promotion plans
  • Offers per-sale, tiered, and hurdle structures
  • Targets can be assigned to individual employees
  • Earnings are calculated daily
  • Integrates with payroll systems for payout management

Watch out

  • Pricing is available on request
  • Product is focused on banks and credit unions

Who it suits

Incentive Manager suits banks and credit unions that need to structure employee incentives and track earnings and payouts. It may be relevant to institutions looking for daily calculations and payroll-system integration.

Verdict

Incentive Manager brings incentive plan setup, daily earnings calculations, reporting, and payout support into a web product. Prospective buyers can request pricing details and a demonstration.

The facts

Each one read from Incentive Manager's own pages, with the date it was checked.

What it does

Business rules
The maker's homepage says its incentive automation offers over 150 business rules.checked 11 Oct 2026
Calculations
Earnings are calculated daily to reduce manual tracking and support timely payouts.checked 11 Oct 2026
Earnings calculations
Earnings are calculated daily.checked 11 Oct 2026
Employee targets
Targets can be assigned at the individual employee level.checked 11 Oct 2026
Incentive types
It supports sales, service, growth, referral, and promotion-based incentive plans.checked 11 Oct 2026
Intended customers
Sales Vision says its clients include banks and credit unions ranging from $100 million to $10 billion in size.checked 11 Oct 2026
Payroll
Sales Vision says Incentive Manager integrates with payroll systems for payout management.checked 11 Oct 2026
Payroll integration
The product page says it integrates with payroll systems for payout management.checked 11 Oct 2026
Pricing and demo
The product page invites prospective customers to request a detailed demonstration; it does not state a price.checked 11 Oct 2026
Product
Incentive Manager is a web-based part of the Sales Vision suite, designed for banks and credit unions to create and manage incentive programs.checked 11 Oct 2026
Purpose
Incentive Manager is a web-based product in the Sales Vision suite for banks and credit unions to automate incentive programs.checked 11 Oct 2026
Reporting
The product provides earnings reports to management and staff.checked 11 Oct 2026
Rule structures
Incentive structures include per-sale, tiered, and hurdle types.checked 11 Oct 2026
Sales data
Sales tracking is updated daily from the institution's core system.checked 11 Oct 2026
Security
The maker's opened homepage and Incentive Manager page do not state security certifications or compliance details.checked 11 Oct 2026
Suite features
The Sales Vision suite covers sales, referrals, incentives, CRM, and employee performance tracking.checked 11 Oct 2026
Support
Sales Vision lists support at [email protected] and business hours of Monday through Friday, 8:00 am–6:00 pm Pacific.checked 11 Oct 2026

The company

Company focus
Sales Vision describes its suite as serving banks and credit unions, including institutions ranging in size from $100 million to $10 billion.checked 11 Oct 2026
Company suite
Sales Vision covers sales, referrals, incentives, CRM, and employee performance tracking.checked 11 Oct 2026
Headquarters
Sales Vision says it is located in San Diego, California.checked 11 Oct 2026

Money

Plan structures
The product supports per-sale, tiered, and hurdle incentive structures, among others.checked 11 Oct 2026
Plan types
It supports sales, service, growth, referral, and promotion-based incentive plans.checked 11 Oct 2026

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